AI discovery in cancer drugs is definitely a good trend as it is halving the time to discover. However, the other four I fear are overblown. Old fintech is no close to being unseated by any startups. Lots of new online banks have gone and went in both US and Europe. The only reason wechat pay took off in China is because the credit cards and payment networks Wasn’t there. Plus its a singular entity mostly owned by the states that have no competition, and Chinese consumers are now concerned a lot about their data. As for crypto, Jason calacanis just sent out an email warning everyone about Bitcoin - That’s the top angel investor in Silicon Valley. As for China, tariffs and fines are now starting to hit China, with US, Europe, japan enacting barriers. China was able to get around some of that by setting up factories in Malaysia, Taiwan and other countries, but Europe and US have enacted tariffs around that. China’s trade is going to suffer greatly. And protectionism is going to be the theme going forward